Agent skill

Sec 10k Analysis

by OctagonAI in OctagonAI/skills

Analyze 10-K annual filings for public companies using Octagon MCP.

MITAuto-check passed

Install Sec 10k Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill sec-10k-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install OctagonAI/skills sec-10k-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-10k-analysis .claude/skills/sec-10k-analysis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sec-10k-analysis
GitHub stars
127
Token cost
~1.3k tokens
SKILL.md length
490 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze 10-K annual filings for public companies using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Extracting key financial metrics
  • SKILL.md covers Prerequisites, Workflow, Example Queries and 10-K Filing Structure, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec 10k Analysis is an agent skill from OctagonAI/skills. Analyze 10-K annual filings for public companies using Octagon MCP. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Extracting key financial metrics
  • Business overview
  • Management discussion
  • Regulatory disclosures from SEC 10-K filings

Example prompts

  • “/sec-10k-analysis”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sec 10k Analysis loads about 1.3k tokens when it runs, and up to ~3.5k if it reads all its reference files. Until then it costs about 58 tokens; SKILL.md has 490 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~58
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 490 words, ~1,344 tokens.

Download SKILL.mdSave it as .claude/skills/sec-10k-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-10k-analysis
description
Analyze 10-K annual filings for public companies using Octagon MCP. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.

SEC 10-K Analysis

Analyze annual 10-K filings for public companies to extract key financial metrics, risk factors, and business insights using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

  • Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
  • Filing Year (optional): Specific fiscal year if not latest
  • Focus Areas (optional): Financial metrics, risk factors, business segments, etc.
2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Analyze the latest 10-K filing for <TICKER> and extract key financial metrics and risk factors.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors."
  }
}
3. Expected Output

The agent returns comprehensive 10-K analysis including:

Financial Metrics:

  • Total Revenues
  • Net Income
  • Total Assets
  • Total Liabilities
  • Cash Flows (Operating, Investing, Financing)

Risk Factors:

  • Macroeconomic risks
  • Operational risks
  • Regulatory risks
  • Cybersecurity threats
  • Supply chain dependencies

Source Citations:

  • Specific page references from the 10-K filing

Data Sources: octagon-financials-agent, octagon-sec-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding 10-K structure and sections
  • Analyzing risk factor disclosures
  • Comparing YoY changes in filings
  • Identifying material changes

Example Queries

Standard 10-K Analysis:

Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors.

Risk Factor Focus:

Extract and summarize all risk factors from TSLA's latest 10-K filing.

Business Segment Analysis:

Analyze the business segment disclosures in MSFT's latest 10-K filing.

Management Discussion:

Extract the Management Discussion and Analysis (MD&A) section from AMZN's latest 10-K.

Historical Comparison:

Compare key financial metrics between GOOGL's 2024 and 2023 10-K filings.

Specific Section Extraction:

Extract the legal proceedings section from META's latest 10-K filing.

10-K Filing Structure

SectionContent
Part I, Item 1Business Overview
Part I, Item 1ARisk Factors
Part I, Item 1BUnresolved Staff Comments
Part I, Item 2Properties
Part I, Item 3Legal Proceedings
Part II, Item 5Market Information
Part II, Item 6Selected Financial Data
Part II, Item 7MD&A (Management Discussion & Analysis)
Part II, Item 7AQuantitative & Qualitative Disclosures
Part II, Item 8Financial Statements
Part II, Item 9AControls and Procedures
Show full SKILL.md (221 more words)Show less

Key Metrics to Extract

MetricLocationImportance
Total RevenueIncome StatementTop-line performance
Net IncomeIncome StatementBottom-line profitability
Total AssetsBalance SheetCompany size/resources
Total LiabilitiesBalance SheetDebt obligations
Operating Cash FlowCash Flow StatementCash generation
Free Cash FlowCash Flow StatementAvailable cash
Segment RevenueNotesBusiness mix

Risk Factor Categories

Common risk categories disclosed in 10-K filings:

CategoryExamples
MacroeconomicEconomic downturns, inflation, interest rates
OperationalSupply chain, manufacturing, quality control
RegulatoryGovernment regulation, compliance, legal
CompetitiveMarket competition, pricing pressure
TechnologyCybersecurity, IP protection, obsolescence
FinancialForeign exchange, credit, liquidity
StrategicM&A integration, market expansion

Analysis Tips

  1. Compare to prior year: Look for new risk factors or removed ones - changes signal shifting concerns.

  2. Read MD&A carefully: Management's discussion often provides context not in the numbers.

  3. Check auditor opinion: Located in Item 8, indicates any concerns about financial statements.

  4. Review legal proceedings: Item 3 discloses ongoing litigation that could impact financials.

  5. Segment analysis: Breakdown by segment reveals which businesses drive growth or drag performance.

  6. Cross-reference with 10-Q: Quarterly filings may have more recent updates.

Use Cases

  • Due diligence: Comprehensive review before investment decisions
  • Risk assessment: Identify company-specific and industry risks
  • Competitive analysis: Compare disclosures across industry peers
  • Earnings prep: Understand company context before earnings calls
  • Compliance review: Verify disclosure completeness

© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/sec-10k-analysis of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/interpreting-results.md
  • references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec 10k Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Sec 10k Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec 10k Analysis this skillOctagonAI/skills127—~1.3kAutomated safety check: PassMIT
MCP Server Builderanthropics/skills180k63 repos~2.3kAutomated safety check: PassApache-2.0
MCP Server BuildershareAI-lab/learn-claude-code78k4 repos~1.2kAutomated safety check: PassMIT
MCP Integration for Pluginsanthropics/claude-plugins-official38k11 repos~3.1kAutomated safety check: PassApache-2.0
MCP Developmentcoollabsio/coolify63k1 repos~949Automated safety check: PassMIT
Analyze Logsactivepieces/activepieces25k1 repos~1.6kAutomated safety check: PassMIT

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Questions about Sec 10k Analysis

What does Sec 10k Analysis do?

Analyze 10-K annual filings for public companies using Octagon MCP. Sec 10k Analysis is an agent skill from OctagonAI/skills. Analyze 10-K annual filings for public companies using Octagon MCP.

When should I use Sec 10k Analysis?

Sec 10k Analysis fits situations like: extracting key financial metrics; business overview; management discussion; regulatory disclosures from SEC 10-K filings.

How do I install Sec 10k Analysis in Claude Code?

Run `npx skills add OctagonAI/skills --skill sec-10k-analysis -a claude-code`. Or copy the skill folder (skills/sec-10k-analysis in OctagonAI/skills) into .claude/skills/sec-10k-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Sec 10k Analysis in Codex?

Run `npx skills add OctagonAI/skills --skill sec-10k-analysis -a codex`. Or copy the skill folder (skills/sec-10k-analysis in OctagonAI/skills) into .agents/skills/sec-10k-analysis in your project. Codex loads it when a task matches its description.

Can I use Sec 10k Analysis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/skills --skill sec-10k-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-10k-analysis, .gemini/skills/sec-10k-analysis, .github/skills/sec-10k-analysis and .opencode/skills/sec-10k-analysis in your project.

What does Sec 10k Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Sec 10k Analysis is instructions for the agent only.

Does Sec 10k Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sec 10k Analysis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sec 10k Analysis use?

Sec 10k Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sec 10k Analysis use?

About 1.3k tokens (SKILL.md is roughly 5.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.2k tokens, read only when the agent opens those files.

What are the alternatives to Sec 10k Analysis?

Skills that share tags, products or a category with Sec 10k Analysis: MCP Server Builder (anthropics/skills, 180k stars), MCP Server Builder (shareAI-lab/learn-claude-code, 78k stars), MCP Integration for Plugins (anthropics/claude-plugins-official, 38k stars) and MCP Development (coollabsio/coolify, 63k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec 10k Analysis?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.